Account Type******* *****Account Owner*** ****Account Opps/Deals******* ******Closed Won • Nov 24****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Joslin Rhodes Pension Retirement PlanningFinance DirectorMay 24 - PresentKingsmere Finance DirectorsPortfolio CFO / FDSep 23 - PresentInsight Finance DirectorsPortfolio Finance DirectorJan 22 - Present
Angi MeyersSenior Vice President Wealth Investment Management Risk Strategy Planning GovernanceView Profile, angi meyersRoss HendricksonChief Financial OfficerView Profile, ross hendricksonAnna SommarGroup Accounting DirectorView Profile, anna sommar